Overview

The Contact Details and Contact Types associated with an account are displayed in the Account Overview. You can access and revise a contact's details and contact type from this screen.

Contact Details: Includes the name, address, email, phone numbers, locality and company for the contact.

Contact Type: This lists the function(s) to which the contact is assigned. The following types of contacts are possible:

Account Contact: This is the account holder's information and is configured when creating the account.

Billing Contact: This is the name and address associated with the Payment Method on the account.

Destination Contact for Services: This contact is defined when configuring a service for a plan purchased by an account, and can be used for tax calculations with the Avalara and Vertex O Series tax engines.

Destination Contact for Orders: This designation indicates that a contact has been used as the Destination Contact for a non-subscription offering that has been invoiced. Note that this contact type cannot be changed since the invoicing has already occurred and this contact was included as the Destination Contact.

Statement Contact: This the statement contact associated with the billing group to which the selected Master Plan Instance belongs.

Account Contact

If the account contact is also designated as another contact type (for example, the account contact is also the billing contact), you have two options:

Modify Account Contact Only: Check this option to create a new contact as the Account Contact without changing the other contact.

Modify the information for both contact types. If you want the updates to the contact information to apply to both the account contact and the additional contact, do not check Modify Account Contact Only.

Update the contact information.

Click Save.

Billing Contact

Click the Payment Method ID number.The Payment Methods tab displays.

Select or configure a new Billing Contact.

Click Save.

Destination Contact for Services

Click the link for the service.

The plan screen displays. Scroll to Services.

Click the gray arrow to expand the service details.

Click Destination Contact. The following screen displays.

Select the new Destination Contact from the drop-down, or fill out the form with the new contact's information.

Click Save. The Destination Contact has been updated.

Statement Contact

Click the Billing Group ID.

The Billing Group Details screen displays. From the Statement Contact drop-down, select one of the following:

An Existing Contact. The form auto-populates with the contact information.

Create New Contact. Enter the new contact's information into the blank fields that display.